Process Automation Review

A focused session in which we look at your manual processes — the real ones, not the ones in the ISO documentation — and honestly assess which are worth automating and which are better left manual. Not generic “AI strategy” consulting, but a concrete, prioritised list your leadership team can discuss at the next meeting.

Format

• Workshop on-site or remote — scope agreed individually
• Pre-workshop questionnaire so we don’t spend the whole session on “who does what?”
• Follow-up call one to two weeks later, after you’ve had time to reflect internally
• Written PDF summary, usually within five business days; the date is confirmed when the workshop is booked

What we do together

• Identify the three to five most time-consuming manual processes — through short interviews with the people who actually do the work
• Score each process: frequency, error-proneness, effort, complexity
• Tooling proposal per process — typically n8n or Make for lightweight workflows, custom Python or AI-assisted orchestration for more complex logic
• Honest assessment: what’s worth doing, what isn’t, and why

Deliverables

• Prioritised list of automation candidates
• Estimated implementation effort per candidate (person-days, tools, third-party systems)
• Estimated time saved or quality gained — quantitative, not “we think this saves time”
• Risk assessment per candidate: data protection, maintenance burden, and hallucination risk where AI steps are involved
• Recommended sequence and tools
• Clear marking of processes we would not automate — and why

Who it’s for

SMBs with 10–100 employees who sense too much time goes into repetitive work but don’t yet know where the biggest lever sits. Most effective with leadership or operations management in the room — ideally together with a technical person. Also suitable as an independent second opinion if you’re already planning an automation initiative.

Who it’s not for

Companies that want to “do something with AI” without a concrete problem in mind. We politely decline such workshops — they deliver no value to either side.

Relationship to other workshops

This is a focused, one-time assessment. A deeper analysis with handoff to your internal engineering team is scoped separately, as is implementation. Typical follow-on projects are an n8n or Make implementation or AI-assisted workflow orchestration.

Credit toward implementation

The workshop fee is credited in full against a subsequent implementation engagement, provided it is commissioned within six months.